Turn the Blueprint Into Systems Your Team Actually Uses
Deploy configures your CRM, FSM, and tech stack to fit how your business runs: built, tested, and handed off ready for your team to work in every day.
Why Deploy Matters
A Plan Is Only Valuable Once It's Built
Many businesses build beautiful plans that never make it off the page. Deploy, Phase 3 of the Foundation Build, closes that gap. It's where your Design blueprint becomes a real, working CRM/FSM and tech stack your team can actually use.
You have the blueprint. Now we build it: configured exactly how your business needs to operate, with no guesswork and nothing pieced together on the fly.
Deploy requires a completed Design phase. We only build systems we've already blueprinted, so what gets built matches your actual operations, not a template.
By the end, your CRM/FSM and tools are fully configured, tested, and ready for your team to work in everyday.
Haven't completed Design yet? Start with Design.
.png "Rocketship Launch")
Deliverables
A short call to review your Design blueprint, confirm priorities, and set expectations before we start building.
Your CRM/FSM and integrated tools, fully set up based on your Design blueprint. Users can log in and start working, workflows automate key tasks and follow-ups, new leads reach the right person automatically, dashboards show real-time performance, and data flows cleanly between systems. Everything is tested and validated.
Internal automations (record movement, lead assignment, SLAs) and external automations (email copy, sequences, follow-up cadences) built to match how your business actually runs.
Your core tools connected so data moves between them without manual entry. Up to 4 tools depending on your Deploy package.
Real-time visibility into pipeline, performance, and team activity.
Every workflow, automation, and integration validated before handoff. Nothing goes live untested.
A session with you (and your leadership team, where applicable) to review the deployed systems in detail, align on who owns what going forward, and confirm readiness for Drive.
A walkthrough for your team covering how the system is structured, key workflows and automations, where to find reports and dashboards, and how to use core features. Session length depends on your Deploy package. See Pricing below.
Four weeks of dedicated support immediately after go-live: daily check-ins for the first two weeks, then weekly for the final two weeks, with urgent access to Funnel Forward outside reserved times. Check-in length depend on your package. See Pricing below. Once your dedicated support wraps, most clients move into an ongoing Care Plan so their systems stay supported as they grow.
Full scope varies by package. See Pricing below.
What Makes Our Deploy Different: Built Right the First Time
Most CRM/FSM implementations fail because they're built without a clear plan, rushed to just get something working, or handed off to someone who doesn't understand your business.
We don't do that.
Every Deploy starts with your Design blueprint, which means we're building exactly what your business needs. Not guessing, and not copying a template.
✅ Blueprint-driven. We build what was designed, not what feels right in the moment.
✅ Tested thoroughly. Every workflow, automation, and integration is validated before handoff.
✅ Built for your team. Systems are configured for how your business actually operates.
✅ No surprises. You know what's being built and when it will be ready.
Aloft Group's CRM, scheduling, automations, and sales-to-production handoff systems were built in this phase.
Once Deploy is complete, your systems are live. Drive documents them, and Care Plans keep them supported.
.png "Buildings and construction hat icon")
Is Deploy Right for Your Business?
Right fit:
✅ You've completed Design and have a blueprint ready to implement
✅ You want your systems built correctly, not rushed or cobbled together
✅ You don't have the time, technical know-how, or bandwidth to configure systems yourself
✅ You want to focus on running your business while we build the foundation
✅ You're doing $750k–$5M in revenue and ready to operationalize growth
Not yet if:
❌ You haven't completed Design yet
Deploy + Drive: Built Together, Not in Sequence
We recommend buying Deploy and Drive at the same time. Drive runs alongside Deploy's build so your documentation and training are ready the moment your systems go live, not after.
When you bundle, your timeline is the longer of the two phases, not the sum. Examples:
- Single-Tool Refine + Core Systems: 7 weeks
- Two-Tool Build + Core Systems: 7 weeks
- Multi-Tool Build + Exit-Ready Operations: 10 weeks
These are the most common pairings. You can combine any Deploy package with any Drive package, and your timeline is always the longer of the two.
Bundling also means one engagement slot, not two, and slots are limited. If you buy Drive later, it stacks on top of your Deploy timeline.
- SINGLE-TOOL REFINE
- $9,000 CAD
- $6,750 USD
Best For: Businesses with one core tool already in place (e.g., Estimate Rocket) that needs updates based on your Design blueprint. Need a second tool refined or added? That's the Two-Tool Build.
- Choose This Package
- WHAT WE REFINE:
- Audit existing setup against your Design blueprint
- Update user permissions, as needed
- Add or modify properties & data fields
- Refine lifecycle stages & pipelines
- Update or connect your website's lead capture form, if needed
- Update or add workflow automations where gaps exist (pipeline progression, lead assignment, email copy, sequences, follow-up cadences)
- Refine or create dashboards & reports (up to 3 dashboards with key metrics)
- Full testing & validation
- Walkthrough call (1 hour)
- Team orientation session (1 hour)
- Choose This Package
- Timeline: 5 weeks, Kickoff to Walkthrough Call
- TWO-TOOL BUILD
- $13,500 CAD
- $10,125 USD
- Best For: Businesses building or connecting up to two core tools (e.g., GoHighLevel and Estimate Rocket) so they work together.
- Choose This Package
- WHAT WE BUILD:
- User access & permissions
- Properties & data fields
- Lifecycle stages & pipeline setup
- Website lead capture form connected into your CRM/FSM, so new leads flow in automatically
- Internal workflow automations (record movement, lead assignment, SLAs)
- External workflow automations (email copy, sequences, follow-up cadences)
- Dashboards & reporting (up to 3 dashboards with key metrics)
- Integrations (up to 2 core tools, e.g., GoHighLevel and Estimate Rocket)
- Full testing & validation
- Walkthrough call (2 hours)
- Team orientation session (2 hours, or split into two 1-hour sessions)
- Choose This Package
- Timeline: 7 weeks, Kickoff to Walkthrough Call
- MULTI-TOOL BUILD
- $19,500 CAD
- $14,625 USD
Best For: Businesses that need a highly customizable CRM/FSM (GoHighLevel, HubSpot, etc.) configured with custom logic, or that need more than two core tools working together (up to 4 total, e.g., GoHighLevel, Estimate Rocket, CompanyCam, and QuickBooks Online).
- Choose This Package
- WHAT WE BUILD:
- Everything in Two-Tool Build, plus:
- Advanced workflow automation with custom logic
- Extended integrations (up to 2 additional tools, for up to 4 total)
- Deeper testing & validation (more complexity means more QA)
- Walkthrough call (4 hours, or split into 2-hour sessions)
- Team orientation session (3 hours, or split into two 1.5-hour sessions)
- Choose This Package
- Timeline: 10 weeks, Kickoff to Walkthrough Call
A note on integrations: some tools need a connector platform (like Zapier) to talk to each other. If your stack needs one, we'll flag it during your Kickoff Call. Any subscription cost for that connector is separate from your Deploy investment.
After Go-Live Support
Every Deploy package includes 4 weeks of dedicated post-go-live support, so your team isn't on its own the moment systems go live.
Single-Tool Refine
15-minute daily check-ins for 2 weeks, then weekly for 2 weeks. Urgent issues reach Funnel Forward outside reserved times.
Two-Tool Build
30-minute daily check-ins for 2 weeks, then weekly for 2 weeks. Urgent issues reach Funnel Forward outside reserved times.
Multi-Tool Build
45-minute daily check-ins for 2 weeks, then weekly for 2 weeks. Urgent issues reach Funnel Forward outside reserved times.
This dedicated support runs immediately after go-live. Once it wraps, most clients move into an ongoing Care Plan so their systems stay supported as they grow. We'll recommend the right tier based on your first 90 days of usage.
Not Sure Which Package You Need?
You likely need Single-Tool Refine if:- You already have one core tool that fits your business and just needs refinement against your Design blueprint
- You're not adding a second tool or major integration in this build
- You're building or connecting two core tools that need to work together
- Your current setup spans more than one platform but doesn't have more than two core tools
You likely need Multi-Tool Build if:
- You need a highly customizable software tool (GoHighLevel, HubSpot, etc.) with custom logic
- You're running up to 4 core tools that need to work as one connected system
Still not sure? We'll help you decide during your Discovery Walkthrough Call and confirm during your Design Walkthrough Call.
FAQs
Deploy is Phase 3 of the Operations Foundation Build: where your Design blueprint becomes a live, working CRM/FSM and tech stack, configured, tested, and ready for your team to work in every day.
No. Deploy requires a completed Design blueprint. We only build systems we've already designed, so what gets built matches your actual operations rather than a generic template.
Three packages based on how many core tools you need configured or connected: Single-Tool Refine ($9,000 CAD / $6,750 USD), Two-Tool Build ($13,500 CAD / $10,125 USD), and Multi-Tool Custom Build ($19,500 CAD / $14,625 USD). Every package includes 4 weeks of dedicated post-go-live support.
Single-Tool Refine runs 5 weeks, Two-Tool Build runs 7 weeks, and Multi-Tool Build runs 10 weeks, from Kickoff to Walkthrough Call. If you bundle Deploy with Drive, your timeline is the longer of the two phases, not the sum of both.
Four weeks of dedicated support: daily check-ins for the first two weeks, then weekly for the final two, with urgent access to Funnel Forward outside reserved times. Most clients then move into an ongoing Care Plan so their systems stay supported as they grow.
Yes. We recommend bundling them. Drive runs alongside Deploy's build so your documentation and training are ready the moment your systems go live, and because they run in parallel your timeline is the longer of the two phases, not both added together.